balance_growth

Get the growth of a company's balance sheet items over time.

Examples

from openbb import obb
obb.equity.fundamental.balance_growth(symbol='AAPL')
obb.equity.fundamental.balance_growth(symbol='AAPL', limit=10)

Parameters

• standard
• fmp
• sec

symbol: str
Symbol to get data for.

limit: int | None
The number of data entries to return.

symbol: str
Symbol to get data for.

limit: int | None
The number of data entries to return. (default 5)

period: Literal['q1', 'q2', 'q3', 'q4', 'fy', 'annual', 'quarter'] | None
Default: annual
Time period of the data to return.

symbol: str
Symbol to get data for.

limit: int | None
The number of data entries to return.

period: Literal['annual', 'quarterly', 'quarterly_yoy', 'ttm'] | None
Default: annual
Time period of the data to return. For balance sheet growth, 'quarterly_yoy' compares the most recent quarter to the same quarter in the prior year, and TTM compares the most recent quarter to the average of the same quarter and the three preceding quarters in the prior year.

use_cache: bool | None
Default: True
Whether to use cache (4-hour memory) for the SEC request. Defaults to True.

include_preliminary: bool | None
Default: False
Whether to include preliminary data from 8-K filings for periods not yet reported on 10-Q/K.

pit_mode: bool | None
Default: False
Point-in-time mode. When True, returns data as originally reported at the time of filing, without subsequent restatements or amendments. For annual data, uses the original 10-K values. For quarterly data, preserves 10-Q filing vintage instead of using restated comparatives from the 10-K.

---

Returns

results: BalanceSheetGrowth

Serializable results.

provider: Optional[Literal['fmp', 'sec']]

Provider name.

warnings: Optional[list[Warning_]]

list of warnings.

chart: Optional[Chart]

Chart object.

extra: dict[str, Any]

Extra info.

---

Data

• standard
• fmp
• sec

period_ending: date
The end date of the reporting period.

fiscal_period: str | None
The fiscal period of the report.

fiscal_year: int | None
The fiscal year of the fiscal period.

period_ending: date
The end date of the reporting period.

fiscal_period: str | None
The fiscal period of the report.

fiscal_year: int | None
The fiscal year of the fiscal period.

symbol: str
Symbol representing the entity requested in the data.

reported_currency: str | None
The currency in which the financial data is reported.

growth_cash_and_cash_equivalents: float | None
Growth rate of cash and cash equivalents.

growth_short_term_investments: float | None
Growth rate of short-term investments.

growth_cash_and_short_term_investments: float | None
Growth rate of cash and short-term investments.

growth_accounts_receivables: float | None
Growth rate of accounts receivable.

growth_other_receivables: float | None
Growth rate of other receivables.

growth_net_receivables: float | None
Growth rate of net receivables.

growth_inventory: float | None
Growth rate of inventory.

growth_other_current_assets: float | None
Growth rate of other current assets.

growth_total_current_assets: float | None
Growth rate of total current assets.

growth_property_plant_equipment_net: float | None
Growth rate of net property, plant, and equipment.

growth_goodwill: float | None
Growth rate of goodwill.

growth_intangible_assets: float | None
Growth rate of intangible assets.

growth_goodwill_and_intangible_assets: float | None
Growth rate of goodwill and intangible assets.

growth_long_term_investments: float | None
Growth rate of long-term investments.

growth_tax_assets: float | None
Growth rate of tax assets.

growth_other_non_current_assets: float | None
Growth rate of other non-current assets.

growth_total_non_current_assets: float | None
Growth rate of total non-current assets.

growth_other_assets: float | None
Growth rate of other assets.

growth_total_assets: float | None
Growth rate of total assets.

growth_account_payables: float | None
Growth rate of accounts payable.

growth_other_payables: float | None
Growth rate of other payables.

growth_total_payables: float | None
Growth rate of total payables.

growth_accrued_expenses: float | None
Growth rate of accrued expenses.

growth_prepaid_expenses: float | None
Growth rate of prepaid expenses.

growth_capital_lease_obligations_current: float | None
Growth rate of current capital lease obligations.

growth_short_term_debt: float | None
Growth rate of short-term debt.

growth_tax_payables: float | None
Growth rate of tax payables.

growth_deferred_revenue: float | None
Growth rate of deferred revenue.

growth_other_current_liabilities: float | None
Growth rate of other current liabilities.

growth_total_current_liabilities: float | None
Growth rate of total current liabilities.

growth_deferred_revenue_non_current: float | None
Growth rate of non-current deferred revenue.

growth_long_term_debt: float | None
Growth rate of long-term debt.

growth_deferred_tax_liabilities_non_current: float | None
Growth rate of non-current deferred tax liabilities.

growth_other_non_current_liabilities: float | None
Growth rate of other non-current liabilities.

growth_total_non_current_liabilities: float | None
Growth rate of total non-current liabilities.

growth_other_liabilities: float | None
Growth rate of other liabilities.

growth_total_liabilities: float | None
Growth rate of total liabilities.

growth_retained_earnings: float | None
Growth rate of retained earnings.

growth_accumulated_other_comprehensive_income: float | None
Growth rate of accumulated other comprehensive income/loss.

growth_minority_interest: float | None
Growth rate of minority interest.

growth_additional_paid_in_capital: float | None
Growth rate of additional paid-in capital.

growth_other_total_shareholders_equity: float | None
Growth rate of other total stockholders' equity.

growth_total_shareholders_equity: float | None
Growth rate of total stockholders' equity.

growth_common_stock: float | None
Growth rate of common stock.

growth_preferred_stock: float | None
Growth rate of preferred stock.

growth_treasury_stock: float | None
Growth rate of treasury stock.

growth_total_equity: float | None
Growth rate of total equity.

growth_total_liabilities_and_shareholders_equity: float | None
Growth rate of total liabilities and stockholders' equity.

growth_total_investments: float | None
Growth rate of total investments.

growth_total_debt: float | None
Growth rate of total debt.

growth_net_debt: float | None
Growth rate of net debt.

period_ending: date
The end date of the reporting period.

fiscal_period: str | None
The fiscal period of the report.

fiscal_year: int | None
The fiscal year of the fiscal period.

growth_cash_and_equivalents: float | None
Growth rate of cash and cash equivalents.

growth_restricted_cash: float | None
Growth rate of restricted cash.

growth_short_term_investments: float | None
Growth rate of short-term investments.

growth_fed_funds_sold: float | None
Growth rate of federal funds sold.

growth_interest_bearing_deposits_at_other_banks: float | None
Growth rate of interest-bearing deposits at other banks.

growth_time_deposits_placed: float | None
Growth rate of time deposits placed.

growth_trading_account_securities: float | None
Growth rate of trading account securities.

growth_loans_and_leases: float | None
Growth rate of loans and leases.

growth_allowance_for_loan_and_lease_losses: float | None
Growth rate of allowance for loan and lease losses.

growth_net_loans_and_leases: float | None
Growth rate of net loans and leases.

growth_loans_held_for_sale: float | None
Growth rate of loans held for sale.

growth_accrued_investment_income: float | None
Growth rate of accrued investment income.

growth_accounts_receivable: float | None
Growth rate of accounts receivable.

growth_customer_and_other_receivables: float | None
Growth rate of customer and other receivables.

growth_note_receivable: float | None
Growth rate of note receivable.

growth_nontrade_receivables: float | None
Growth rate of nontrade receivables.

growth_net_inventory: float | None
Growth rate of net inventory.

growth_prepaid_expenses: float | None
Growth rate of prepaid expenses.

growth_current_deferred_tax_assets: float | None
Growth rate of current deferred tax assets.

growth_other_current_assets: float | None
Growth rate of other current assets.

growth_other_current_nonoperating_assets: float | None
Growth rate of other current nonoperating assets.

growth_total_current_assets: float | None
Growth rate of total current assets.

growth_gross_ppe: float | None
Growth rate of gross property, plant, and equipment.

growth_accumulated_depreciation: float | None
Growth rate of accumulated depreciation.

growth_net_ppe: float | None
Growth rate of net property, plant, and equipment.

growth_net_premises_and_equipment: float | None
Growth rate of net premises and equipment.

growth_operating_lease_right_of_use_asset: float | None
Growth rate of operating lease right-of-use asset.

growth_finance_lease_right_of_use_asset: float | None
Growth rate of finance lease right-of-use asset.

growth_long_term_investments: float | None
Growth rate of long-term investments.

growth_mortgage_servicing_rights: float | None
Growth rate of mortgage servicing rights.

growth_deferred_acquisition_cost: float | None
Growth rate of deferred acquisition cost.

growth_separate_account_business_assets: float | None
Growth rate of separate account business assets.

growth_noncurrent_note_receivables: float | None
Growth rate of noncurrent note receivables.

growth_goodwill: float | None
Growth rate of goodwill.

growth_intangible_assets: float | None
Growth rate of intangible assets.

growth_noncurrent_deferred_tax_assets: float | None
Growth rate of noncurrent deferred tax assets.

growth_employee_benefit_assets: float | None
Growth rate of employee benefit assets.

growth_other_noncurrent_assets: float | None
Growth rate of other noncurrent assets.

growth_other_noncurrent_nonoperating_assets: float | None
Growth rate of other noncurrent nonoperating assets.

growth_other_noncurrent_assets_excl_ppe: float | None
Growth rate of other noncurrent assets excluding PPE.

growth_total_noncurrent_assets: float | None
Growth rate of total noncurrent assets.

growth_other_assets: float | None
Growth rate of other assets.

growth_total_assets: float | None
Growth rate of total assets.

growth_noninterest_bearing_deposits: float | None
Growth rate of noninterest-bearing deposits.

growth_interest_bearing_deposits: float | None
Growth rate of interest-bearing deposits.

growth_fed_funds_purchased: float | None
Growth rate of federal funds purchased.

growth_short_term_debt: float | None
Growth rate of short-term debt.

growth_current_portion_of_long_term_debt: float | None
Growth rate of current portion of long-term debt.

growth_bankers_acceptances: float | None
Growth rate of bankers acceptances.

growth_accounts_payable: float | None
Growth rate of accounts payable.

growth_accrued_interest_payable: float | None
Growth rate of accrued interest payable.

growth_other_short_term_payables: float | None
Growth rate of other short-term payables.

growth_accrued_expenses: float | None
Growth rate of accrued expenses.

growth_customer_deposits: float | None
Growth rate of customer deposits.

growth_dividends_payable: float | None
Growth rate of dividends payable.

growth_current_deferred_revenue: float | None
Growth rate of current deferred revenue.

growth_current_deferred_tax_liabilities: float | None
Growth rate of current deferred tax liabilities.

growth_current_employee_benefit_liabilities: float | None
Growth rate of current employee benefit liabilities.

growth_other_taxes_payable: float | None
Growth rate of other taxes payable.

growth_other_current_liabilities: float | None
Growth rate of other current liabilities.

growth_other_current_nonoperating_liabilities: float | None
Growth rate of other current nonoperating liabilities.

growth_operating_lease_liability_current: float | None
Growth rate of current operating lease liability.

growth_finance_lease_liability_current: float | None
Growth rate of current finance lease liability.

growth_total_current_liabilities: float | None
Growth rate of total current liabilities.

growth_long_term_debt: float | None
Growth rate of long-term debt.

growth_capital_lease_obligations: float | None
Growth rate of capital lease obligations.

growth_operating_lease_liability_noncurrent: float | None
Growth rate of noncurrent operating lease liability.

growth_claims_and_claim_expenses: float | None
Growth rate of claims and claim expenses.

growth_future_policy_benefits: float | None
Growth rate of future policy benefits.

growth_unearned_premiums_credit: float | None
Growth rate of unearned premiums credit.

growth_policyholder_funds: float | None
Growth rate of policyholder funds.

growth_participating_policyholder_equity: float | None
Growth rate of participating policyholder equity.

growth_separate_account_business_liabilities: float | None
Growth rate of separate account business liabilities.

growth_other_long_term_liabilities: float | None
Growth rate of other long-term liabilities.

growth_asset_retirement_and_litigation_obligation: float | None
Growth rate of asset retirement and litigation obligation.

growth_noncurrent_deferred_revenue: float | None
Growth rate of noncurrent deferred revenue.

growth_noncurrent_deferred_tax_liabilities: float | None
Growth rate of noncurrent deferred tax liabilities.

growth_noncurrent_employee_benefit_liabilities: float | None
Growth rate of noncurrent employee benefit liabilities.

growth_other_noncurrent_liabilities: float | None
Growth rate of other noncurrent liabilities.

growth_other_noncurrent_nonoperating_liabilities: float | None
Growth rate of other noncurrent nonoperating liabilities.

growth_total_noncurrent_liabilities: float | None
Growth rate of total noncurrent liabilities.

growth_total_liabilities: float | None
Growth rate of total liabilities.

growth_commitments_and_contingencies: float | None
Growth rate of commitments and contingencies.

growth_temporary_equity: float | None
Growth rate of temporary equity.

growth_temporary_equity_parent: float | None
Growth rate of temporary equity attributable to parent.

growth_redeemable_noncontrolling_interest: float | None
Growth rate of redeemable noncontrolling interest.

growth_redeemable_nci_common: float | None
Growth rate of redeemable NCI common.

growth_redeemable_nci_preferred: float | None
Growth rate of redeemable NCI preferred.

growth_redeemable_nci_other: float | None
Growth rate of redeemable NCI other.

growth_total_preferred_equity: float | None
Growth rate of total preferred equity.

growth_common_equity: float | None
Growth rate of common equity.

growth_additional_paid_in_capital: float | None
Growth rate of additional paid-in capital.

growth_retained_earnings: float | None
Growth rate of retained earnings.

growth_treasury_stock: float | None
Growth rate of treasury stock.

growth_accumulated_other_comprehensive_income: float | None
Growth rate of accumulated other comprehensive income.

growth_other_equity: float | None
Growth rate of other equity.

growth_total_common_equity: float | None
Growth rate of total common equity.

growth_total_equity: float | None
Growth rate of total equity.

growth_noncontrolling_interests: float | None
Growth rate of noncontrolling interests.

growth_total_equity_and_noncontrolling_interests: float | None
Growth rate of total equity and noncontrolling interests.

growth_total_liabilities_and_equity: float | None
Growth rate of total liabilities and equity.